Jeremy Elder

After graduating from Durham University in 1999, Jeremy spent a year in Australia working for Macquarie Bank and ABN Amro; before returning to the UK to pursue a career in private client investment management. In 2001, he joined Brown Shipley and subsequently Cardale when the business was established in 2003.

Jeremy manages investment portfolios for a wide range of clients, including personal investments (incorporating ISAs), self-invested personal pension funds (SIPPS) and Trust monies – including Family Trusts, Personal Injury Trusts and Charity Funds. In addition, Jeremy provides assistance to Solicitors and Executors in matters relating to investments within deceased Estates, as well as associated advice and guidance as required. Jeremy is also a member of the investment committee.

Member of the London Stock Exchange, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 4731281 VAT Registration No. 817358414 Information about the Financial Ombudsman Service (FOS) is available from their website www.financial-ombudsman.org.uk